Airtable + Better Proposals
Update Airtable records whenever new proposals are signed in Better Proposals
Stay organized and efficient with this handy workflow. As soon as a proposal is signed in Better Proposals, a new record is created or an existing one is updated in Airtable. This ensures your documents always stay up-to-date, enhancing the management of your proposals and contracts. Perfect for businesses looking to streamline their process and keep all information in one easy-to-access place.
Stay organized and efficient with this handy workflow. As soon as a proposal is signed in Better Proposals, a new record is created or an existing one is updated in Airtable. This ensures your documents always stay up-to-date, enhancing the management of your proposals and contracts. Perfect for businesses looking to streamline their process and keep all information in one easy-to-access place.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItBaseRequired
TableRequired
Limit to View
Include attachment content
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
